EWM Client View app icon

Apps Like EWM Client View for iPhone and iPad

by ELMWOOD WEALTH MANAGEMENT, INC.★ 5.01 ratingsFinanceFreeData updated 2026-09-06
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EWM Client View screenshots

Ranked alternatives

Showing 121–140 of 1,000 ranked alternatives.

  2. Aitbot app icon

    Aitbot

    ASCOIN TECHNOLOGY PTE. LTD.

    Get real-time financial advice and track investments

    AI chatbot provides real-time financial advice and answers questions. Track cryptocurrency portfolio and net worth on a dashboard. Set financial goals and receive personalized recommendations. Monitor spending and budget categories.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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  6. Krilogy app icon

    Krilogy

    Krilogy Financial, LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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  8. Hohimer Wealth app icon

    Hohimer Wealth

    Hohimer Wealth Management LLC

    View portfolio, generate reports, store documents

    View financial portfolio with an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a document vault. Access additional financial tools and features.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-21
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  11. PSBT Trust & Wealth app icon

    PSBT Trust & Wealth

    Peoples Security Bank and Trust Company

    View balances, track transactions, manage portfolios

    View personal balance sheet, recent transactions, portfolio holdings, and cash flow trends. Link accounts from over 20,000 institutions. Securely aggregate assets and liabilities. Set up alerts for account activity.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.